Top Story
Natwest admits tests go beyond FCA demands
Commentators have bemoaned perceived lack of clarity from the regulator as clients face fee penalties.
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Top Story
Data reveal slow movement to ‘restricted’ advice
Data reveal most advisers have remained independent but business consultancy warns it may be hard to remain profitable.
Top Story
Small adviser firms warned of VAT crackdown
HMRC investigations into small firms have raised £8.4bn, compared to £3.9bn from scrutiny of big businesses.
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In Focus
Latest news
European manager Jaime Ramos-Martin quits SLI
Mr Ramos-Martin becomes second European manager to exit Standard Life Investments following Ken Nicholson’s departure.
Apple and Facebook results ease tech sell-off fears
Tech giants smash market expectations with first quarter results.
Natwest admits tests go beyond FCA demands
Commentators have bemoaned perceived lack of clarity from the regulator as clients face fee penalties.
Data reveal slow movement to ‘restricted’ advice
Data reveal most advisers have remained independent but business consultancy warns it may be hard to remain profitable.
Aegon reviews existing pension scheme charges following cap
Only schemes going through their initial assessment of the auto-enrolment population after 31 August 2014 will receive new terms, Aegon says.
Brown in Scottish independence pensions warning
Scotland’s ageing population will be “better protected” if voters reject total independence and allow the UK government to cover mounting pension...
Analysis & opinion
MMR is a step too far
Regulation of mortgage lending should be based on democratic principles underpinned by professional advice.
A semi-state defined morality when it comes to the management of one’s income is undemocratic and a step too far
When family finances are a matter of life or death
I will soon have to make a rather difficult investment decision.
Industry should be wary of axing annuities golden goose
Amid the reforms, it is in everyone’s interests that the annuity market remains viable.
Income Protection Vs Critical Illness: 10 key issues
Around half a million people each year buy critical illness cover, compared to about 100,000 purchasing IP.
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Funds & data
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All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2012. The performance figures are trailing performance as of month end for the latest month available. The date this figure becomes available during the month varies between funds. All Rights reserved.
Money Management Fund Statistics
Money Management's renowned fund statistics are brought to life online. Search, sort and compare funds and investigate sector weightings, main holdings, equity style and more.
Track the latest regulation changes affecting your business...
Shake-up of workplace pensions
Proposals to reshape workplace pensions for future generations have been outlined by the Department for Work & Pensions.
Rules for advisers accepting provider’s cash
Financial Conduct Authority explains what kind of payments advisers can accept from providers.
Permitted cash rebates to retail clients
The Financial Conduct Authority explains when provider can pay cash rebates to retail clients.
Adviser Guides
Guide to UK Equity Income funds
The IMA UK Equity Income sector was created in 2010 as a merger of Equity Income and Equity Income and Growth sectors.
50min
Guide to Pension Charges
The longer the pension plan has been in place, the wider the variation in charges can be.
1hr
Guide to Selling Income Protection
Anyone who is working should consider how they would manage financially if they were unable to work.
1hr
Guide to Funding Long-term Care
It is all too easy for people to ignore care costs until they are faced with the reality of paying for care for themselves or a loved one.
1hrMore news
- Pensions
- Aegon reviews existing pension scheme charges following cap
- Brown in Scottish independence pensions warning
- Investors in post-Budget confidence boost
- Investments
- European manager Jaime Ramos-Martin quits SLI
- Apple and Facebook results ease tech sell-off fears
- Buy-to-let yields set to fall, warns Savills
- Mortgages
- Commercial trust begins recruitment drive
- Shawbrook looks at stretching LTIs above six times
- Housing wrongly regarded as safehouse for money
- Your Industry
- Data reveal slow movement to ‘restricted’ advice
- Ageas exec Stobbart found dead in canal
- Too much information leads to confusion
